OCTOBER 24 th & 28 th , 2014

1. RFP BIDDER’S CONFERENCE OCTOBER 24th & 28th, 2014 Heart of Illinois united way

2. welcome • Timeline for Proposals • Acceptable Proposals • Issue Areas • Grant Application • Scoring System • Submitting • Expectations • Important Tools

3. presenters • Darla Ardis, Fund Distribution-Outcome Specialist • Don Johnson, VP of Community Investment • Tim Neuhauser, Board of Directors- Vice Chair- Community Investment

4. Timeline for proposals

5. Timeline for proposalsMeetings with grant review volunteers

6. Acceptable proposals • Proposal must be complete • Every question must be answered in full • Proposal must be submitted to correct issue area • Indicators must be present and transparent • Program must truly focus on HOIUW indicators • Answers must be kept to space provided • Original and 26 copies must be provided • Applications will not be accepted after the deadline • Friday, January 9th, 2015 at 12pm

7. Acceptable ProposalsRequired Indicators and Indicator language • Approved by the Board of Directors • Unveiled June 2009 • Adjustments made in 2012

8. Acceptable ProposalsAttachments Include Do Not Include Marketing materials Unrelated program flyers Fundraising flyers or requests Business cards • Assessment tools used to measure indicators • Cover Page • Table of Contents • Database tracking example • Two page maximum

9. Issue Areasself-reliance Indicator(s) and Measurements

10. Issue areasChildren and youth Indicator(s) and Measurement

11. Issue AreasHealth and Rehabilitation Indicator(s) and Measurement

12. Issue Areasstrengthening families Indicator(s) and Measurement

13. Grant applicationcover page

14. Grant applicationcommunity need Community Need (Please limit each response to fewer than 250 words) 1. Explain why this program is needed in our community utilizing the HOIUW 2014 Community Assessment. 2. Identify the goals of this program. 3. Describe how the goals of this program align with the HOIUW Issue Area Indicators.

15. Grant applicationprogram structure Program Structure (Please limit response to fewer than 250 words) 4. Describe the program structure. (When, how (including activities), and where are services delivered?)

16. Grant applicationclient management Client Management (Please limit each response to fewer than 100 words) 5. Identify intended client population and demographics on Attachment A. 6. Describe how agency will market the program and recruit clients to fulfill proposed projections. 7. Describe how you will collect client feedback data. 8. How will your agency use the client feedback data?

17. Grant applicationleadership Leadership (Please limit each response to fewer than 100 words) 9. Identify agency leadership title and qualifications. 10. Describe board of directors’ role in program progress review. 11. Describe agency leadership role in program progress review. 12. Describe board of directors’ role in program fiscal review. 13. Describe agency leadership role in program fiscal review.

18. Grant applicationprogram staff Program Staff (Please limit each response to fewer than 100 words) 14. Identify key program staff, titles, and qualifications. 15. Describe program staff involvement with program progress review. 16. Describe program staff role in program fiscal review. 17. Describe use of volunteers (if any), their training, and what they do.

19. Grant applicationoutputs Outputs (Please limit response for each output to fewer than 100 words) 18. Describe your outputs and how they will lead to your outcomes

20. Grant applicationoutcomes Outcomes (Please limit response for each outcome to fewer than 100 words) 19. Describe how your program will make progress towards quarterly outcomes and meet annual benchmarks.

21. Grant applicationmeasurement process Measurement Process (Please limit each response to fewer than 100 words) 20. Describe how the program measurement tools correspond directly to the HOIUW indicators you are measuring. 21. Describe the plan to evaluate program data to ensure continued program viability

22. Grant applicationcommunication Communication (Please limit response to fewer than 250 words) 22. Describe how overall program will be communicated between board of directors, agency leadership, volunteers (if applicable) and program staff.

23. Grant applicationfunding & cost of service Funding & Cost of Service (Please limit each response to fewer than 250 words) 23. How will HOIUW grant funds be utilized to achieve program goals? 24. Describe, if any, collaborations you have with other agencies etc. & what they do 25. If additional funding became available, please describe in detail how your agency would use it. 26. Identify Project Cost of Service on Attachment B 27. Describe any anticipated funding changes or special circumstances. 28. Identify Program Revenue & Expenses on Attachments C, C.01 and C.02

24. Grant applicationadditional information Additional Information (If Applicable, please limit response to fewer than 250 words) (please do not include a success story here) 29. Please share any additional information that you would like for the grant reviewers to know.

25. Grant applicationattachment a

26. Grant applicationattachment b

27. Grant applicationattachment c

28. Grant applicationattachment c.01

29. Grant applicationattachment c.02

30. Grant ApplicationChecklist

31. Scoring System • Community need • Program structure • Client management • Leadership • Program staff • Outputs • Outcomes • Measurement process • Communication • Funding and cost of service • Attachments • 990/ Audit ratios • Memorandum of agreement • Past history with FDCIP

32. Submitting • Original and 26 copies must be provided • Deadline must be met • Friday, January 9th, 2015 at 12pm • No changes/corrections are allowed after submission • Send submissions to • Beth HardyHeart of Illinois United Way509 W. High StreetPeoria, IL 61606

33. Expectations • HIPPA issues • Program audit • Leadership • FDCIP dedication • Submitting timely reports

34. Important tools • www.hoiunitedway.org • Grant application • Directions • Indicator language • Rubric • Community Assessment